GluciferIt is a good company but having less trade volume and attention of investors
13/09/2020 2:16 PM
humongainzthe coming week will be another glove craze (and we all know how it ends). For those who own this stock right now, just freakin hold. Accumulation is near the ending now. It might take maybe a month more before breakouts happen.
IF you want to chase glove gains, sell me your stocks. I'm happy to accumulate.
13/09/2020 2:24 PM
Jeff7Just went thru the Annual Report again on their Top 30 Shareholders:
1. UOB KAY HIAN NOMINEES (ASING) SDN BHD EXEMPT AN FOR UOB KAY HIAN PTE LTD (A/C CLIENTS) 190,962,541 17.80% 2 UOBM NOMINEES (TEMPATAN) SDN BHD LAMBANG OPTIMA SDN BHD 124,662,718 11.62% 3 PERMODALAN DARUL TA’ZIM SDN BHD 112,920,000 10.52% 4 MIDF AMANAH INVESTMENT NOMINEES (TEMPATAN) SDN BHD PLEDGED SECURITIES ACCOUNT FOR HAMDAN MOHAMAD (MGN-HAM0007M) 72,807,000 6.79% 5 HAMDAN (L) FOUNDATION 58,939,749 5.49% 6 RHB NOMINEES (TEMPATAN) SDN BHD OSK CAPITAL SDN BHD FOR HAMDAN MOHAMAD 53,371,558 4.97% 7 LEMBAGA TABUNG HAJI 53,067,300 4.95% 8 MIDF AMANAH INVESTMENT NOMINEES (TEMPATAN) SDN BHD PLEDGED SECURITIES ACCOUNT FOR HAMDAN (L) FOUNDATION (MGN-HAM0007M) 50,400,000 4.70% 9 MAYBANK NOMINEES (TEMPATAN) SDN BHD MTRUSTEE BERHAD FOR PRINCIPAL DALI EQUITY GROWTH FUND (UT-CIMB-DALI) (419455) 37,754,420 3.52% 10 YPJ CORPORATION SDN BHD 24,049,959 2.24% 11 CITIGROUP NOMINEES (ASING) SDN BHD EXEMPT AN FOR CITIBANK NEW YORK (NORGES BANK 14) 20,866,000 1.94% 12 CITIGROUP NOMINEES (TEMPATAN) SDN BHD GREAT EASTERN LIFE ASSURANCE (MALAYSIA) BERHAD (DR) 20,611,560 1.92% 13 CITIGROUP NOMINEES (TEMPATAN) SDN BHD EMPLOYEES PROVIDENT FUND BOARD 18,944,700 1.77% 14 MAYBANK NOMINEES (TEMPATAN) SDN BHD NATIONAL TRUST FUND (IFM MAYBANK) 16,838,800 1.57% 15 CITIGROUP NOMINEES (TEMPATAN) SDN BHD EMPLOYEES PROVIDENT FUND BOARD (CIMB PRIN) 16,614,220 1.55% 16 MIDF AMANAH INVESTMENT NOMINEES (ASING) SDN BHD PLEDGED SECURITIES ACCOUNT FOR HAMDAN INC. (LABUAN) PTE LTD (MGN-HAM0007M) 14,400,000 1.34% 17 HSBC NOMINEES (TEMPATAN) SDN BHD HSBC (M) TRUSTEE BHD FOR PRINCIPAL DALI OPPORTUNITIES FUND 9,086,880 0.85% 18 CITIGROUP NOMINEES (TEMPATAN) SDN BHD KUMPULAN WANG PERSARAAN (DIPERBADANKAN) (PRINCIPAL EQITS) 7,785,280 0.73% 19 CITIGROUP NOMINEES (TEMPATAN) SDN BHD UNIVERSAL TRUSTEE (MALAYSIA) BERHAD FOR PRINCIPAL DALI EQUITY FUND 7,112,600 0.66% 20 AMANAHRAYA TRUSTEES BERHAD AC PRINCIPAL DALI ASIA PACIFIC EQUITY GROWTH FUND 6,860,000 0.64% 21 CIMB ISLAMIC NOMINEES (TEMPATAN) SDN BHD PRINCIPAL ISLAMIC ASSET MANAGEMENT SDN BHD FOR LEMBAGA TABUNG HAJI 5,000,000 0.47% 22 CITIGROUP NOMINEES (TEMPATAN) SDN BHD EMPLOYEES PROVIDENT FUND BOARD (CPIAM EQ) 4,695,000 0.44% 23 CHE KHALIB BIN MOHAMAD NOH 4,632,000 0.43% 24 CITIGROUP NOMINEES (TEMPATAN) SDN BHD GREAT EASTERN LIFE ASSURANCE (MALAYSIA) BERHAD (LGF) 3,661,040 0.34% 25 CITIGROUP NOMINEES (TEMPATAN) SDN BHD KUMPULAN WANG PERSARAAN (DIPERBADANKAN) (CRST SM ESG) 3,500,000 0.33% 26 CIMB GROUP NOMINEES (TEMPATAN) SDN BHD CIMB COMMERCE TRUSTEE BERHAD FOR MAYBANK MALAYSIA SMALLCAP FUND 3,338,460 0.31% 27 CITIGROUP NOMINEES (TEMPATAN) SDN BHD GREAT EASTERN LIFE ASSURANCE (MALAYSIA) BERHAD (LPF) 3,271,680 0.30% 28 HSBC NOMINEES (ASING) SDN BHD EXEMPT AN FOR BANK JULIAS BAER & CO. LTD (SINGAPORE BCH) 3,179,835 0.30% 29 CITIGROUP NOMINEES (TEMPATAN) SDN BHD GREAT EASTERN TAKAFUL BERHAD (MEKAR) 3,014,460 0.28% 30 CIMSEC NOMINEES (TEMPATAN) SDN BHD EXEMPT AN FOR CIMB TRUSTEE BERHAD (TR1032) 3,000,000 0.28%
13/09/2020 4:41 PM
Jeff7Malaysia 'National Team' all here - EPF, Lembaga Tabung Haji, KWP & etc
Others including - Great Eastern Fund, Maybank Smallcap, Citi Bank Fund & etc
13/09/2020 4:44 PM
Jeff7If you are monitoring this share, you can see especially last 15 mins trading, always suddenly dome out with big volume placed at the sell side, to block. Force investor to sell. Think about that.
13/09/2020 4:47 PM
Jeff7Example like last friday 11/9, last volume for sell side at 0.85 (1295 lot), follow by a very very small volume of 15 lot at 0.855, follow by 72 lot at 0.86. Make sense? If really desperate selling last minute, should sell all the way down, from 0.845 (buy side) all the way down, to clear the selling, why need to block so much volume & wait? Wait for? try to think about it. Maybe someone accumulating? maybe i am wrong, really have a desperate seller?
13/09/2020 4:52 PM
humongainz@Jeff7 I noticed that too. From your history, I suppose you're a smart investor like me! Let's hold and earn big big. Let the weak hands sell.
13/09/2020 4:53 PM
Jeff7If you all have time can go thru the 2019 Annual Report, Page 241.
Johor Government Body also own 21.04% of the company share.
13/09/2020 5:09 PM
Jeff7Again, yesterday (Tuesday), last minute high volume at 0.85 (2566 lot), and there is 1 lot purposely push down to 0.845 (desperate investor want to sell his/her 1 lot? cant wait to sell at 0.85? since volume is there). Think about it. Is it someone try to push down and accumulate, force people to sell lower to them, easy for them to accumulate at lower price
Jeff7Today last 15 minutes suddenly high volume que at sell side 0.855 (29388 lot - worth around 2.5 million), hahahaha, but 0.86 only have 203 lot, follow by 0.870 with super low 40 lot only. What all this mean? Try to think about it.
17/09/2020 10:33 PM
cjm5555^ Yes, Serbadk is a hidden gem waiting to shine. But still I believe ranhill is better. :D
Jeff7Again, Friday trading last 15 mins, suddenly high sell volume que at 0.85 with 29534 lots, follow by 0.86 - 250 lots (very low compare to 0.85 volume) follow by 0.65 - 26 lots (extremely low).
20/09/2020 10:31 AM
Jeff7Ranhill share price aligned with Tenaga share price trend that now both company back to March low area Tenaga latest 10.90 compare to March lowest at 10.80, which Ranhill latest 0.85 compare to March lowest at 0.82. Is it oversold? July onwards, majority businesses or industry back to normal, except some industry that related to travel. Many factory production start to pick-up, even some business production spike. Unemployment rates also start to drop, mean many business starting to expand. Is Tenaga & Ranhill which from the same segment bottom now? Their utility discount that requested by government will be end by Sept. Stock market will normally run 6 months ahead compare to current market. 6 months ahead, vaccine will foresee to come out to the market with mass production, especially China side, and Trump claimed that April will mass production for their America Vaccine. Will everything back to normal for the coming 6 months? Are both Tenaga & Ranhill undervalued now? Try to think about it
20/09/2020 10:47 AM
Jeff7* Share Dividend will credited into account by 16 Oct 2020
20/09/2020 12:43 PM
Jeff7After a study on the average PE for Malaysia Utilities Sector that listed in KLSE, with 26.41 average PE.
From the study, Ranhill & Malakof among the lowest PE of around 12 compare to the industry average of 26.41. Which is only 50%. Consider undervalued? Think about it.
But if compare ROE between Ranhill with Malakof, Ranhill with better ROE of around 12% compare to Malakof of around 7%. If compare to the industry average ROE of 9.25%, Ranhill still come with better ROE of 12% compare to 9.25% industry average.
In terms of DY, Ranhill with 5.88% compare to industry average of 5.38%, which also beat it.
In conclusion: Ranhill VS Industry average: 1. PE - 12 vs 26.41 (Undervalued) 2. ROE - 12% vs 9.25% (Outperformed) 3. DY - 5.88% vs 5.38% (Outperformed)
Jeff7Today last 10 mins, someone sell down the share price to 0.845 from 0.85 with 6 lots (hahaha.....desperate seller? or someone want to press down and accumulate? Not sure, think about it)
poorman123Share buyback again... This is getting unhealthy, does it mean nobody wants to buy the stock?
23/09/2020 5:59 PM
LongTermInvestmentpoorman123 go google on what is the benefits of share buyback. Your statement shows that you never invest. Lol. Lmao
23/09/2020 8:25 PM
poorman123Lol, I know what is share buyback, but the frequency of buyback is ridiculous. I observed the shares for multiple days, looks like the buy volume is from buyback only not from retailers nor investment bank which is very unhealthy
23/09/2020 9:39 PM
poorman123The volume today is only 138000, but company buyback 83000 units, it's about 70-80% of total volume. This is very bad. It's like this company cannot attract investors.
23/09/2020 9:43 PM
Jeff71. UOB KAY HIAN NOMINEES (ASING) SDN BHD EXEMPT AN FOR UOB KAY HIAN PTE LTD (A/C CLIENTS) 190,962,541 17.80% 2 UOBM NOMINEES (TEMPATAN) SDN BHD LAMBANG OPTIMA SDN BHD 124,662,718 11.62% 3 PERMODALAN DARUL TA’ZIM SDN BHD 112,920,000 10.52% 4 MIDF AMANAH INVESTMENT NOMINEES (TEMPATAN) SDN BHD PLEDGED SECURITIES ACCOUNT FOR HAMDAN MOHAMAD (MGN-HAM0007M) 72,807,000 6.79% 5 HAMDAN (L) FOUNDATION 58,939,749 5.49% 6 RHB NOMINEES (TEMPATAN) SDN BHD OSK CAPITAL SDN BHD FOR HAMDAN MOHAMAD 53,371,558 4.97% 7 LEMBAGA TABUNG HAJI 53,067,300 4.95% 8 MIDF AMANAH INVESTMENT NOMINEES (TEMPATAN) SDN BHD PLEDGED SECURITIES ACCOUNT FOR HAMDAN (L) FOUNDATION (MGN-HAM0007M) 50,400,000 4.70% 9 MAYBANK NOMINEES (TEMPATAN) SDN BHD MTRUSTEE BERHAD FOR PRINCIPAL DALI EQUITY GROWTH FUND (UT-CIMB-DALI) (419455) 37,754,420 3.52% 10 YPJ CORPORATION SDN BHD 24,049,959 2.24% 11 CITIGROUP NOMINEES (ASING) SDN BHD EXEMPT AN FOR CITIBANK NEW YORK (NORGES BANK 14) 20,866,000 1.94% 12 CITIGROUP NOMINEES (TEMPATAN) SDN BHD GREAT EASTERN LIFE ASSURANCE (MALAYSIA) BERHAD (DR) 20,611,560 1.92% 13 CITIGROUP NOMINEES (TEMPATAN) SDN BHD EMPLOYEES PROVIDENT FUND BOARD 18,944,700 1.77% 14 MAYBANK NOMINEES (TEMPATAN) SDN BHD NATIONAL TRUST FUND (IFM MAYBANK) 16,838,800 1.57% 15 CITIGROUP NOMINEES (TEMPATAN) SDN BHD EMPLOYEES PROVIDENT FUND BOARD (CIMB PRIN) 16,614,220 1.55% 16 MIDF AMANAH INVESTMENT NOMINEES (ASING) SDN BHD PLEDGED SECURITIES ACCOUNT FOR HAMDAN INC. (LABUAN) PTE LTD (MGN-HAM0007M) 14,400,000 1.34% 17 HSBC NOMINEES (TEMPATAN) SDN BHD HSBC (M) TRUSTEE BHD FOR PRINCIPAL DALI OPPORTUNITIES FUND 9,086,880 0.85% 18 CITIGROUP NOMINEES (TEMPATAN) SDN BHD KUMPULAN WANG PERSARAAN (DIPERBADANKAN) (PRINCIPAL EQITS) 7,785,280 0.73% 19 CITIGROUP NOMINEES (TEMPATAN) SDN BHD UNIVERSAL TRUSTEE (MALAYSIA) BERHAD FOR PRINCIPAL DALI EQUITY FUND 7,112,600 0.66% 20 AMANAHRAYA TRUSTEES BERHAD AC PRINCIPAL DALI ASIA PACIFIC EQUITY GROWTH FUND 6,860,000 0.64% 21 CIMB ISLAMIC NOMINEES (TEMPATAN) SDN BHD PRINCIPAL ISLAMIC ASSET MANAGEMENT SDN BHD FOR LEMBAGA TABUNG HAJI 5,000,000 0.47% 22 CITIGROUP NOMINEES (TEMPATAN) SDN BHD EMPLOYEES PROVIDENT FUND BOARD (CPIAM EQ) 4,695,000 0.44% 23 CHE KHALIB BIN MOHAMAD NOH 4,632,000 0.43% 24 CITIGROUP NOMINEES (TEMPATAN) SDN BHD GREAT EASTERN LIFE ASSURANCE (MALAYSIA) BERHAD (LGF) 3,661,040 0.34% 25 CITIGROUP NOMINEES (TEMPATAN) SDN BHD KUMPULAN WANG PERSARAAN (DIPERBADANKAN) (CRST SM ESG) 3,500,000 0.33% 26 CIMB GROUP NOMINEES (TEMPATAN) SDN BHD CIMB COMMERCE TRUSTEE BERHAD FOR MAYBANK MALAYSIA SMALLCAP FUND 3,338,460 0.31% 27 CITIGROUP NOMINEES (TEMPATAN) SDN BHD GREAT EASTERN LIFE ASSURANCE (MALAYSIA) BERHAD (LPF) 3,271,680 0.30% 28 HSBC NOMINEES (ASING) SDN BHD EXEMPT AN FOR BANK JULIAS BAER & CO. LTD (SINGAPORE BCH) 3,179,835 0.30% 29 CITIGROUP NOMINEES (TEMPATAN) SDN BHD GREAT EASTERN TAKAFUL BERHAD (MEKAR) 3,014,460 0.28% 30 CIMSEC NOMINEES (TEMPATAN) SDN BHD EXEMPT AN FOR CIMB TRUSTEE BERHAD (TR1032) 3,000,000 0.28% 13/09/2020 4:41 PM
23/09/2020 10:16 PM
Jeff7ranhill is a cash cow company for some of the funds or entity
23/09/2020 10:17 PM
Jeff7if you realize that, the top 30 shareholders already own 78% of shares in overall
23/09/2020 10:20 PM
Jeff7mean the shares that in the market is not much, but it is stable cause all the shareholders have confidence and hold tight, and many treat ranhill as a cash cow for their fund
23/09/2020 10:21 PM
Jeff7it is depend on what kind of investor you are, if you are looking at a goreng stock, i do not think ranhill is a good option, but, if for ROE, DY, then different story
23/09/2020 10:22 PM
Jeff7For share buyback is good when the company have stable cash flow with not much capital expenditure needed for expansion, the company decided to buy back their company share which they think their share price is undervalued.
If you are a long term investor, you will feel great that the company support their own share. There are a few options that the company can do with the treasury share: 1. Cancel the share & boost the EPS - Good for long term investor 2. Sell the share to public when the price is good - Extra Gain 3. Sell to own staff or ESOS, motivation for the team 4. Give away a share dividend - Good for the loyal investor (the company buy back the share from the investor that do not want to keep their company share, and give to the loyal investor that holding their share, which they know loyal investor wont simply sell their cash cow share)
Think about it!
23/09/2020 10:32 PM
Jeff7As a fundamental investor, i always believe, an undervalued company share price wont be undervalued for long, when investors discover this undiscovered gem
23/09/2020 10:41 PM
Jeff7After a study on the average PE for Malaysia Utilities Sector that listed in KLSE, with 26.41 average PE.
From the study, Ranhill & Malakof among the lowest PE of around 12 compare to the industry average of 26.41. Which is only 50%. Consider undervalued? Think about it.
But if compare ROE between Ranhill with Malakof, Ranhill with better ROE of around 12% compare to Malakof of around 7%. If compare to the industry average ROE of 9.25%, Ranhill still come with better ROE of 12% compare to 9.25% industry average.
In terms of DY, Ranhill with 5.88% compare to industry average of 5.38%, which also beat it.
In conclusion: Ranhill VS Industry average: 1. PE - 12 vs 26.41 (Undervalued) 2. ROE - 12% vs 9.25% (Outperformed) 3. DY - 5.88% vs 5.38% (Outperformed)
LongTermInvestmentPoorman123 Thanks for sharing. Understand where you coming from, however, the company's fundamental still intact and good. Although it is not in the limelight like those gloves stocks.
23/09/2020 10:57 PM
poorman123Thanks for your understanding, nice info that top 30 shareholders held a total of 78% shares. Since epf, tabung haji, and a lot of institution are still inside we should be fine. It would be nice if we have buyback from major shareholders instead of company share buy back though, and I hope we can see the update of their Indonesia project soon
24/09/2020 12:35 AM
reloyeeif you look closely at the shareholders list, more than 30% of the share is hold by Hamdan, and Johor holding around 20%. Using the company cash to do sharebuyback is not really a good move, cause the share price is rather fair instead of undervalued right now. The company should have save cash for future capital growth or to pay back loan, since they already have enough treasury share to distribute for share dividend.
24/09/2020 2:48 AM
Jeff7The share price is fair or undervalued is very depend on each investor calculation. If taking the industry average PE, Ranhill is undervalued with 12 PE vs 26.41 (industry average). If you attended fundamental investment class, you will have a ruler in mind. With the current bank interest rates of around 1-2%, the average PE that 20 below will consider undervalued now, if the rates back to 3-4%, average PE that below 10 is consider undervalued. And another thing for Ranhill DY is more than bank interest rates if buy now. So, it is depend on each investor, how you look into it. Happy investing!
24/09/2020 8:14 AM
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